Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HMRAX (HighMark Tactical Growth & Inc Allc A) | NA | 5.25% | 5.44% | 10.69% | NA | NA | NA | … | … |
Data as of 11/06/2013, Common starting date is 01/26/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HMRAX (HighMark Tactical Growth & Inc Allc A) | 01/26/2005 | 11/06/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.25 | 5.44 | 10.69 | NA | NA | NA | … | … | 4.02 | 13.02 | -2.47 | 14.66 | 23.76 | -27.78 | 3.27 | 11.70 | 7.32 |
| Sharpe Ratio | NA | 0.82 | 0.43 | 0.66 | NA | NA | NA | … | … | 0.78 | 1.40 | -0.14 | 1.03 | 1.19 | -1.03 | 0.02 | 1.08 | 0.75 |
| Standard Deviation(%) | NA | 6.37 | 12.51 | 16.23 | NA | NA | NA | … | … | 6.05 | 9.33 | 18.33 | 14.10 | 19.86 | 27.89 | 11.35 | 7.81 | 7.50 |
| Draw Down(%) | NA | 5.41 | 17.69 | 20.49 | NA | NA | NA | … | … | 5.41 | 8.28 | 17.69 | 11.25 | 20.49 | 38.54 | 8.00 | 7.54 | 4.99 |
| Yield(%) | 0.00 | 0.65 | 1.06 | 2.81 | 2.24 | 1.49 | 1.12 | … | … | 0.08 | 1.50 | 1.20 | 1.50 | 1.80 | 5.83 | 4.59 | 3.33 | 1.37 |
Data as of 11/06/2013, Common starting date is 01/26/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMRAX (HighMark Tactical Growth & Inc Allc A) |
-11.06%
Feb 2006 – Feb 2009 |
0.01%
May 2007 – May 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMRAX (HighMark Tactical Growth & Inc Allc A) |
19.88%
Feb 2009 – Feb 2012 |
9.77%
Oct 2008 – Oct 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart